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CIC Wealth’s iShares Global Consumer Staples ETF KXI Stock Holding History

CIC Wealth’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,754
Closed -$224K – 165
2022
Q4 		$224K Buy
+3,754
New +$218K 0.09% 143

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIC Wealth's KXI Position: Q1 2023 in Review

CIC Wealth sold out of iShares Global Consumer Staples ETF (KXI) in Q1 2023, closing a stake of 3,754 shares — an estimated $224K sold.

CIC Wealth first reported a position in KXI in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 148 funds tracked by Wall St. Rank hold KXI as of Q1 2023.

  • CIC Wealth reported no remaining iShares Global Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • CIC Wealth sold 3,754 iShares Global Consumer Staples ETF shares in Q1 2023, an estimated $224K.
  • CIC Wealth first reported a position in iShares Global Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • CIC Wealth's iShares Global Consumer Staples ETF position peaked at $224K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q1 2023.

Based on CIC Wealth's 13F filing for Q1 2023, filed 4 May 2023.